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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $38,308 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $15,486 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $11,330 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,751 | $62,723-71.7% | $142,898-87.6% | $86,821-79.6% |
| Participation rate | 70.6% | 62.6%+8.0pp | 72.0%-1.4pp | 72.3%-1.7pp |
| Annual return | 16.48% | 17.62%-1.1pp | 5639.64%-5623.2pp | 97.94%-81.5pp |
| Employer contribution / active EE | $1,733 | $1,627+6.5% | $4,146-58.2% | $2,406-28.0% |
| Participant deferral / active EE | $1,911 | $3,039-37.1% | $3,838-50.2% | $4,132-53.7% |
| Admin fee / account holder | $179 | $140+28.5% | $6,560-97.3% | $170+5.8% |